Joe Mazumdar of Exploration Insights explains his strategy for picking stocks in a bull market, saying good companies are getting pricier.

"When you find deposits that don't have that fatal flaw, let's say, (and have a) good jurisdiction with good management, you will have to pay up for it," he said. "And I'm not worried about paying up for it, because I've seen things from there go up even more." Mazumdar also discusses the health of the junior resource sector and recent M&A activity in the space.

This interview was filmed on March 2, 2026.

0:00 - Intro

1:58 - Joe's portfolio now

5:13 - Are the juniors healthy?

7:58 - Is Mexico too risky?

11:19 - Balancing risk via M&A

15:12 - Barrick's spinout plans

18:47 - Where is gold in cycle?

21:26 - US critical minerals

23:55 - How to invest $10,000

25:30 - Outro

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